Templates
Workflow templates.
Deploy with one click.
Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
Automated Markate Review Request Workflow
WebRun finds jobs completed in Markate in the last 24 hours, drafts a review request message for each customer, and queues every message for your approval before it is sent.
Automated Markate Remake Order Worklist
WebRun finds all open remake or re-order jobs in Markate, checks their age and supplier status, and posts a prioritised weekly worklist to Slack so your team can chase every outstanding remake before the customer follows up.
Automated Markate Window Treatment Quote Followup
WebRun checks Markate for quotes sent but not yet accepted, drafts a friendly follow-up message for each customer, and queues them for your review before anything is sent.
Automated Markate Overdue Invoice Chaser
Every week, WebRun finds overdue invoices in Markate, drafts a polite payment reminder for each customer, and posts a summary of outstanding balances to Slack for your review.
Automated Markate New Lead Followup
Every morning, WebRun checks Markate for new leads added in the last 24 hours with no outbound contact, drafts a personalised response for each, and queues the drafts for your review before anything reaches the prospect.
Automated Markate Measure Appointment Reminders
WebRun checks Markate for upcoming measure appointments, drafts SMS and email reminders for each customer, and queues them for your approval before they are sent.
Automated Markate Install Scheduling Digest
Every morning, WebRun pulls today's installation jobs from Markate, organises them by crew and route, and posts a clean daily digest to Slack so your team knows exactly what is on.
Automated Markate Install Photo Collection Tracker
After installs are marked complete in Markate, WebRun checks whether job photos have been uploaded, flags any missing ones to the crew via Slack, and logs the photo status of every job to Google Sheets.
Automated Markate Deposit Collection Reminders
WebRun finds accepted Markate estimates with no deposit collected, drafts a payment reminder for each customer, and queues every message for your approval before it is sent.
Automated Markate Daily Job Digest
Every morning, WebRun pulls all jobs scheduled in Markate for the day, summarises revenue, crew assignments, and any open flags, and posts the digest to Slack so your whole team starts the day aligned.
Automated Employee Navigator Qualifying Event Follow-Up
WebRun monitors Employee Navigator for qualifying life events and alerts HR when an employee has not yet updated their benefits after a life change.
Automated Employee Navigator Open Enrollment Reminders
WebRun checks Employee Navigator each morning during open enrollment, finds employees who have not yet completed their elections, and queues a reminder for your review before it goes out.
Automated Employee Navigator New Hire Eligibility Tracking
WebRun monitors Employee Navigator for new hires approaching their benefits eligibility window and alerts HR before the deadline passes.
Automated Employee Navigator Missing Beneficiary Chaser
WebRun identifies employees in Employee Navigator who have life insurance or other benefits without a beneficiary on file and queues reminder drafts for HR to send.
Automated Employee Navigator Group Onboarding Kickoff
WebRun detects when a new employer group is added to Employee Navigator and kicks off a structured onboarding checklist to ensure all plan details, carriers, and employee data are configured correctly.
Automated Employee Navigator EOI Pending Follow-Up
WebRun reviews Employee Navigator for employees with pending Evidence of Insurability applications and queues follow-up reminders for HR to send before coverage decisions expire.
Automated Employee Navigator Enrollment Completion Digest
WebRun pulls enrollment completion rates from Employee Navigator each morning and posts a concise status digest to your HR team in Slack.
Automated Employee Navigator Dependent Verification Chaser
WebRun reviews Employee Navigator for dependents whose verification documents are still outstanding and queues reminder drafts for HR to send.
Automated Employee Navigator COBRA Deadline Tracking
WebRun checks Employee Navigator for qualifying events that trigger COBRA and alerts HR to the approaching notice deadlines before a compliance penalty can occur.
Automated Employee Navigator Carrier Feed Discrepancy Report
WebRun reviews Employee Navigator for mismatches between your enrollment data and carrier feeds, and builds a prioritized worklist for your benefits team.
Automated Employee Navigator Broker Book of Business Report
WebRun compiles a weekly book-of-business report from Employee Navigator, summarizing group counts, enrollment totals, and renewal dates so brokers can prioritize their attention.
Automated Employee Navigator ACA Compliance Tracking
WebRun pulls ACA tracking data from Employee Navigator each week and delivers a report to HR so variable-hour employees are never inadvertently missed for coverage eligibility.
Automated SpotOn Tab Walkout Tracking
Every morning, WebRun checks SpotOn for any tabs that closed with an unpaid or zero-payment balance the night before, and logs the details into a Google Sheet for manager review and follow-up.
Automated SpotOn Pour Cost Variance Report
Every week, WebRun compares your SpotOn beverage sales against your recorded inventory usage to flag categories where actual pour cost is running above your target.
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